Good morning, Enicholas.
Thanks for taking the time to reach out here in the Community. I'm happy to lend a hand with matching the deposits in your QuickBooks Online account.
Follow these steps to get this done:
- Go to Transactions, then select Bank transactions.
- Find a downloaded record. If you're in:
- Business view: look for “matches found” in the Assign to column.
- Accountant view: look for “matches found” in the Category or match column.
- Select the downloaded record to expand the view. Note the date, Description (or Bank detail), and amount spent or received.
- Review the Suggested matches for any possible matching transactions already entered in QuickBooks.
- Select the link next to each match to get more details. Suggested matches will be the same amount as and from a similar date range as the downloaded transaction. Make sure that the match is correct.
Note: If the suggested matches are not correct, select Find other matches to look for other transactions.
- Select a match if it's correct, then select Match to match it.
You'll also be able to select the Split button when adding to split the bulk deposit. I'm linking a couple of articles below that I believe you'll find helpful:
I'd also like to recommend checking out a new service from Intuit called QuickBooks Live Expert Assisted. With this program you can connect with live accounting experts for assistance with more complex accounting questions.
If I can help with any other questions please don't hesitate to reach back out. The Community always has your back.
